Here's how to enter the information on your Forms 1099-R:
In TurboTax Online, under Wages and Income:
- Go to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Answer Yes on the screen, Did you get a 1099-R?
- If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R
- Answer any questions until you get to the screen, Let's import your tax info. Here you can choose how you want to enter your 1099-R
- If your financial institution is a TurboTax 1099 partner, you can import your form.
- Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
- If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
- Continue answering the questions to enter or review the info from your 1099-R
See this help article for more information.
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